Skip to content
Nonprofiteer
← CARL H AND NERATA HOLLAND BURT TRUST

Form 990 for tax year 2024

Filed by CARL H AND NERATA HOLLAND BURT TRUST.

Totals

Total revenue
$199,308
Total expenses
$119,179
Contributions and grants received
$0
Grants paid
$69,873
Program service revenue
$0
Investment income
$199,308
Other revenue
$0
Total assets, end of year
$3,077,789
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,077,789
Program services expenses (Part IX)
$69,873
Management and general expenses
$49,306
Fundraising expenses
$0
Program service expenses (Part III)
$69,573

Program services were 58.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $89,318 · excluded $89,318

  • 7a · Gross sales of assets other than inventory

    securities $715,363

  • 7b · Less cost or other basis and sales expenses

    securities $605,373

  • 7c · Gain or loss

    securities $109,990

  • 7d · Net gain or loss

    total $109,990

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $69,873 · program services $69,873

  • 5 · Compensation of officers, directors and key employees

    total $43,657 · management and general $43,657

  • 11b · Fees: legal

    total $3,227 · management and general $3,227

  • 11c · Fees: accounting

    total $450 · management and general $450

  • 24e · All other expenses

    total $1,972 · management and general $1,972

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $101,295 · end of year $103,935

  • 11 · Investments: publicly traded securities

    beginning of year $2,896,303 · end of year $2,973,854

  • 27 · Net assets without donor restrictions

    beginning of year $2,997,598 · end of year $3,077,789

Mission and programs · 2024

Mission

TO PROVIDE PECUNIARY ASSISTANCE IN ACQUIRING SUITABLE EDUCATION IN SCHOOLS, COLLEGES, UNIVERSITIES, TRADE BUSINESS, PROFESSIONAL AND TECHNICAL INSTITUTIONS TO THE BOYS AND GIRLS FROM THE OXFORD MASONIC ORPHANAGE

  • TO PROVIDE PECUNIARY ASSISTANCE IN ACQUIRING SUITABLE EDUCATION INSCHOOLS, COLLEGES, UNIVERSITIES, TRADE BUSINESS, PROFESSIONAL ANDTECHNICAL INSTITUTIONS TO THE BOYS AND GIRLS FROM THE OXFORDMASONIC ORPHANAGE

    Expenses $69,573 · Grants $69,573

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • First Citizens Bank

    TRUSTEE

    Total calculated
    $43,657
    From this org
    $43,657
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • OXFORD MASONIC ORPHANAGE

    $69,573

    PROVIDE PECUNIARY ASSISTANCE IN ACQUIRING EDUCATION FOR THE CHILDREN FROM OXFORD MASONIC ORPHANAGE

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2025
IRS schema version
2024v5.1
Source object
202521289349301212

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.